When it comes to ‘assessing suitability’, the FSA expects advisers to follow ‘good practice’ when determining a customer’s attitude to risk and in their investment selection.
It’s no wonder therefore, that Distribution Technology is the number one choice for advisers and asset managers alike.
For advisers and clients, we have risk profiling tools that assess a customer’s risk profile and provide a suitable corresponding asset allocation.
For asset managers, we offer a fund risk profiling service, allowing them to map their funds and portfolios against our ten risk levels.
The table below highlights the funds that we have recently risk profiled:
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Fund (risk profile) |
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If you would like to find out how you can enrich your relationships with risk rated funds, please contact us.